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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,150 | $58,275-53.4% | $81,844-66.8% | $80,935-66.5% |
| Participation rate | 12.3% | 63.5%-51.2pp | 72.4%-60.1pp | 67.7%-55.4pp |
| Annual return | 22.26% | 41.82%-19.6pp | 778.87%-756.6pp | 35.66%-13.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,150 | $3,285-65.0% | $4,323-73.4% | $4,299-73.2% |
| Admin fee / account holder | $785 | $4,749-83.5% | $7,355-89.3% | $6,924-88.7% |